What You Can Expect from Tuscany Financial
Most people want to know “how it works” before taking a new step forward.
We invite you to review all our website pages. But if you’re short on time, our three “Consulting” pages (e.g. Advantages, Services, and Solutions) will probably provide you with
a solid overview.
That’s because the three pages work in sequence to reveal key insights into our approach with you, our business philosophy, and our sincere desire to support your business needs and goals.
Then, we suggest you return to this page to get the “step-by-step” details you may need.
Getting Started Details
Step 1: Give us a call, send us an email, or complete the short form on our Contact Us page. Tell us the business process you want to improve or a specific business problem you want to solve.
Just so you know… If you call, you’ll probably get voicemail. That’s because we’re probably already on the phone or we’re working onsite with a small business owner somewhere in the DFW Metroplex. So, be sure to leave your name, phone number, and the best time of day to return your call.
Step 2: Currently, we’re offering a “No-cost, No-obligation” 30-minute Phone Session with Nick Turcsany – Tuscany Financial CEO and Small Business Consultant. We’ll contact you by phone/email – normally, within two business days – to set a mutually convenient time for your FREE phone meeting with Nick.
Step 3: Your 30-minute FREE Phone Session with Nick Turcsany. You’re sure to get some new ideas from Nick plus some key takeaways regarding your most pressing issues. Remember, there’s no obligation to move forward. The important thing is that you planted a good business relationship seed. And you can call at some point down the road if you need us.
But if you DO want help with an important project (right away or fairly soon), Nick can advise you of any files, records, or materials he will need to get started.
Follow-up Phone Interview or Face-to-Face Meeting
Sometimes a follow-up phone interview is all that’s needed to get started with your project.
FYI, we typically gather your accounting and other financial information (balance sheet, income statement, statement of cash flows) for at least three years.
(It’s a key part of helping us understand your “big picture.”)
Then, we’ll discuss and document an overview of your business and your goals. Finally, we’ll set a timeframe for results and discuss initial risks.
Analysis / Assessment of Your Situation
We then analyze your information – period over period – to assess your current situation and determine the framework to reach your goals.
- Profitability: The ability to earn income and sustain growth (short-term and long-term).
- Solvency: The ability to pay obligations to creditors and other parties (long-term).
- Liquidity: The ability to maintain positive cash flow while satisfying immediate obligations.
- Stability: The firm’s ability to remain in business for the long run, without having to sustain significant losses in the conduct of its business.
Financial Alternatives, Proposals, and Business Reports
We provide an objective and comprehensive analysis of the business to give an unbiased view of its strengths and weaknesses. We will present the results of your analysis through written reports (Microsoft Word and/or Excel), a PowerPoint summary, and a face-to-face discussion.
We offer recommendations – based on the information you provide – that address your goals. We review the recommendations with you to help you understand them so you can make informed decisions. We also listen to your concerns and revise the recommendations as appropriate.
Financial Analysis Recommendations
We then agree on how the recommendations will be carried out.
We may perform the recommendations ourselves, if desired.
Or we can serve as your “coach” where we coordinate the entire process with you and other professionals such as attorneys or accountants.
Just let us know what works best for your business.
Periodic Review of Implemented Recommendations
It is the client’s responsibility to let us know when there are material changes to your business circumstances. It is our responsibility to monitor the recommendations.
Project Pricing and Billing
Every small business has its own unique set of problems to address and projects to consider.
If organized files and materials are made available to us, many small projects can be completed within two to four hours. Other projects can take more time, of course, but we can provide you with time estimates up front.
A full business analysis, for instance, can take approximately three to five days to complete – depending on the size and complexity of your company.
Contact us to discuss size, scope, and expected timeline of your project. We will, in turn, prepare a QUOTE for your consideration.
In many situations, the longterm VALUE of our proposed solution will far outweigh the upfront COST of the project. Let’s talk!